Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US SML CP PWR B
-
Total 13F shares
-
2,065,514
-
Share change
-
+843,935
-
Total reported value
-
$56,841,419
-
Price per share
-
$27.52
-
Number of holders
-
78
-
Value change
-
+$23,307,456
-
Number of buys
-
55
-
Number of sells
-
12
Institutional Holders of INNOVATOR ETFS TRUST - US SML CP PWR B (KOCT) as of Q4 2023
As of 31 Dec 2023 INNOVATOR ETFS TRUST - US SML CP PWR B (KOCT) had 78 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,065,514 shares of stock of the company.
Largest 10 holders included Global Strategic Investment Solutions, LLC, Valtinson Bruner Financial Planning LLC, OSAIC HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC, TRUIST FINANCIAL CORP, ENVESTNET ASSET MANAGEMENT INC, DHJJ Financial Advisors, Ltd., FORVIS Wealth Advisors, LLC, Brookstone Capital Management, and InterOcean Capital Group, LLC.
This table shows 78 institutional shareholders of the security as of 31 Dec 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.